The GEO Group

u/Embarrassed_Role396 · Reddit — r/stocks · February 12, 2026 at 08:55 · 💬 11 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Author is bullish on GEO Group citing ICE contract, buyback, and political dynamics around immigration enforcement.

GEO — LONG The author is bullish on GEO Group, a prison operator, arguing that ICE detention demand persists as long as Republicans lead, citing the $121 million skip tracing ICE contract. He points to the board's increased $500 million share repurchase authorization through December 2029 and a moderate P/E of 9.41 as supporting factors. He expects political turmoil around midterms and deportation policy to keep demand for detention and inmate labor elevated into 2026, while acknowledging he is 'not proud of this bet.'

ICE is here to stay as long as red is in the lead - the skip tracing ICE contract worth $121 million.

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u/Embarrassed_Role396 Reddit r/stocks
Bullish GEO on ICE contracts and buybacks
The author is bullish on GEO Group, a prison operator, arguing that ICE detention demand persists as long as Republicans lead, citing the $121 million skip tracing ICE contract. He points to the board's increased $500 million share repurchase authorization through December 2029 and a moderate P/E of 9.41 as supporting factors. He expects political turmoil around midterms and deportation policy to keep demand for detention and inmate labor elevated into 2026, while acknowledging he is 'not proud of this bet.'
GEO HIGH
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This Reddit post, published February 12, 2026, features u/Embarrassed_Role396 discussing GEO. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Embarrassed_Role396  · Tickers: GEO